Fintech Tax Planner (CPA/EA) for Wealth Management
53 Stations
53 Stations is looking for a highly skilled Tax Planner specializing in individual tax planning and compliance services. This role requires expertise in tax strategy optimization for clients while collaborating with Certified Financial Planners to ensure alignment with regulatory requirements. Ideal candidates have a Bachelor’s degree in accounting and relevant certifications such as CPA or EA. The position includes comprehensive benefits including health coverage, a 401k plan, and a technology allowance. #J-18808-Ljbffr 53 Stations
- ...financial services firm located in the United States is seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) to join their team as a Tax Planner. In this role, you will provide expert tax planning and compliance services, working closely with...Tax
$80k - $100k
Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This hybrid role offers significant growth opportunities, where you will manage planning tasks and client communications, particularly during...Tax- ...experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working... ...diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance...TaxFull timeWork at office
- ...a mission to redefine wealth management. We harness technology... ...Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return... ...with an interest in fintech, we want to hear from you. As a Tax Planner, you will be...TaxWork at officeRelocationMonday to Friday
- ...leading financial technology company is seeking a Credentialed Tax Accountant to assist customers in completing their taxes using TurboTax... ...of 2 years of paid experience in tax preparation and an active EA, CPA, or Attorney credential. The role is 100% remote, involving...TaxRemote job
- ...a mission to redefine wealth management. We harness technology... ...Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax... ...with an interest in fintech, we want to hear from... ...our Certified Financial Planners® to devise and implement...TaxWork at officeLocal areaRelocationMonday to Friday
- ...Tax Manager - Opportunity-Work/Life Balance CPA We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers its employees flexible scheduling and a family friendly environment to accommodate an enjoyable work/life balance. At Moser...TaxFull timeRemote workFlexible hours
- ..., LP in Seattle is seeking an experienced tax consultant to lead compliance and consulting... .... The ideal candidate will possess a CPA or JD and have over 15 years of experience... ...advising clients on succession planning, and managing engagement staffing. Join a company that values...Tax
- ...financial services company is seeking a Tax Agent to assist customers with their tax... ...preparation experience and possess an active EA, CPA, or Practicing Attorney credential. This... ...work from home, providing tax advice and managing client interactions through video and...TaxRemote jobWork from home
- ...Financial Planner Opportunity Tired of traditional... ...fast, flexible, holistic wealth management platform reinventing... ...planning, investments, and tax planning Be an... ...Certified Public Accountant (CPA), Chartered Financial... ...(CFA), Enrolled Agent (EA), Equity Compensation Associate...TaxWork at officeRelocationMonday to FridayFlexible hours
$75k - $90k
A global wealth management firm located in Seattle seeks a Client Accountant to deliver high-level support to clients and wealth management teams... ...years of relevant experience, and proficiency in GAAP and tax/cash basis principles. Responsibilities include maintaining financial...TaxWork at office- ...Investment Analyst Range is a cutting-edge wealth management platform designed to revolutionize the... ...life. From investment planning and tax strategies to retirement and estate planning... ...experience with start-ups ~ Consumer fintech experience Benefits ~...TaxWork at officeRelocationMonday to Friday
$30 per hour
...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...comprehensive guidance and education on estate, tax, philanthropic, and multigenerational... ...Taxation) and additional designations (CTFA, CPA, CFP, etc.) preferred. Minimum of 10+...TaxWork at officeRemote work$133k - $210k
...in Seattle is seeking a Vice President, Wealth Planner. This role involves developing wealth planning... ...should possess a deep understanding of tax laws, excellent communication skills,... ...for candidates passionate about wealth management. #J-18808-Ljbffr JPMorgan ChaseTax- TwinThread is seeking a Vice President, Wealth Planner in Bellevue, Washington, to provide comprehensive wealth planning advice and expertise in tax and trust laws. This role involves developing content on wealth management topics and advising clients, ensuring that all...Tax
$165k - $345k
...Job Summary The Family Wealth Strategist serves as the lead... ...deepening existing relationships, and managing the full spectrum of client... ...experience). ~ Deep knowledge of tax, investment, estate planning,... ...credentials such as JD, CPA, CFA, CFP or Master's Degree....TaxWork experience placementWork at officeFlexible hoursNight shift$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our... ...to demonstrate the minimum requirements are met for CPA licenture per respective state regulations...TaxFull timeH1b$75k - $100k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...financial plans, investment reports, tax and estate analysis as requested Vast majority... ...is one of the fastest-growing wealth management platforms in the United States. We have over...TaxPermanent employmentTemporary workWork at officeFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow!... ...external Wealth Strategists for tax and estate planning, business... ...-have JD, LLM, and/or CPA Securities industry licenses... ...development through coaching and managing opportunities Ability to...TaxTemporary workFlexible hours$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and...TaxFull timeH1b$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations... ...account activities as assigned by manager.4. Researches prospects''... ...ordesignated liaison (e.g. attorney, CPA, etc.).6. Responds to... ...the appropriateplan for estate taxes. Utilizes knowledge ofinheritance...TaxLocal areaFlexible hours$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in... ...internal planning team and external professionals using tax-efficiency strategies, cash flow planning, and...TaxTemporary workWork at officeFlexible hours- ...focused, providing comprehensive wealth management and retirement income... ...expenses, insurance coverage, tax status and/or other information... ...New Certified Financial Planner ("CFP") considered depending... ...and FINRA record, clean U4 CPA or EA with personal income tax experience...TaxWork at office
$200k - $250k
...Wealth Manager – Bellevue, WA A leading, employee‑owned independent wealth management firm is seeking an experienced Wealth Manager to... ...consultative financial guidance across estate planning, investments, tax and cash‑flow planning, philanthropic strategy, and long‑term...TaxWork at officeFlexible hours- ...Family Engagement & Governance — JPMorgan Wealth Management (JPMWM) Location: Preferred locations... ...such as CFP, ChFC, CAM, AEP, CWM, CTEP, or CPA; candidates actively pursuing... ...Technical fluency in learning science, law, tax, finance, or accounting. Growth and Career...TaxWork at office
- ...United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals... ...management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business...TaxFor contractorsWork at office
$118k - $145k
A well-known firm in Seattle is seeking a skilled Tax Manager to handle tax returns and manage client relationships. The ideal candidate should hold a Bachelor's degree in Accounting and possess a CPA or EA certification. With 5-7 years of experience in public accounting...Tax$130k - $150k
...Description Job Description Are you looking to advance your wealth management career at a firm that provides a collaborative culture and... ...Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security...TaxTemporary workWork at officeFlexible hours$103.6k - $189.7k
...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to... ...professionals providing dedicated tax technical services to both US and global... ...Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney What we look...TaxSummer holidayWork at officeLocal areaFlexible hours$75k - $125k
...the desire to work closely with portfolio managers, and the ability to think outside the box... ...and enhancing our business. Across Wealth Management, Goldman Sachs helps empower clients... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning...TaxFull timeTemporary workPart time
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